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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (67232)	3/6/2001 5:14:59 PM
From: Don Green	Read Replies (1) \| Respond to of 93625

Hi Bilow; I've been posting on this thread for years Actually you have been posting on this thread less than 2 years. Don

To: Bilow who wrote (67232)	3/7/2001 12:02:03 AM
From: Mathemagician	Read Replies (1) \| Respond to of 93625

If you think I've been saying that the little darlings are going to remain horribly expensive then show me the (non existant) link. Actually, I was saying something quite different. (This is an example of another technique, the straw man argument. Bilow has changed my point in a small but substantial way and then proceeded to thoroughly address the new point, hoping to draw me into an entirely different discussion. Frankly, I admire his skill and subtlety.) I did not assert that you were predicting anything. Rather, I was addressing an apparent (not necessarily intentional) tendency of yours to interpret the figures presented in a way that showed bias. While we all display this tendency from time to time, it is still important to recognize. But the fact is that as long as RIMMs are 1% more expensive than SDRAM, they are not going to become the mainstream memory that Rambus has been promising for so long. This is a statement with which I wholeheartedly disagree. We are speaking about adoption of a new technology, which depends neither on price nor technical superiority. (e.g. Everyone agrees that Beta is technologically superior to VHS.) What is important is which particular technology is the de facto standard when the product goes mainstream. That's why Intel spends so much time telling us that RDRAM is the de facto standard. In short, whichever technology is perceived to be the "winner" when everybody spontaneously decides there has been a "winner" then becomes the winner. This depends as much (or more) on perception than on the merits of the technology itself. That's why I get so frustrated hearing everybody argue back and forth about both technology and price. Neither is as important as we make them out to be. M P.S. I do find the price comparisons valuable, for much the same reasons as outlined in your P.S.